Private Client Advisor Associate

Private Client Advisor Associate role at Commerce Trust

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About Working At Commerce

Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Commerce Bank is proud of an award-winning culture built over 160 years, and we are at our best when our people are too.

If this sounds interesting to you, keep reading and let's talk.

Compensation Range

Hourly : $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.

Essential Functions

• Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients
• Act as an additional point of contact within the client relationship team for clients and back up contact for clients in the PCAs absence
• Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision
• Maintain a professional presence with a strong desire to exceed client expectations
• Identify opportunities for expansion of relationships with existing clients
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

Education & Experience

The candidate selected may be eligible for employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. Commerce also offers career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location

6120 South Yale Ave, Tulsa, Oklahoma 74136

Time Type

Full time

Senioriy level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking and Financial Services

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